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We explore sales and revenue ops tips, tricks and stories from our network of Sales Operations and Revenue Operations Leaders. Come along for the ride. 🚀
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Auto count contacts on a Salesforce account

How many personas / contacts are identified on each target account and is your team following best practice? We share a great solution to keep track!

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Look up a LinkedIn profile from inside Salesforce

This guide will show you how to build your own LinkedIn integration for Salesforce using what's sometimes affectionately known as a "URL Hack".

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How to create a Salesforce round robin rule for leads

If you have a group of sales reps or an SDR team working inbound leads and want to equally divide and assign them automatically, read on.

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How to map Salesforce custom fields with LinkedIn Sales Navigator for Salesforce.

There are a few limitations with the standard LinkedIn Provided integrations, here we take a deep dive into these (and some possible workarounds).